Janus Henderson
Low fees, reduced taxation: Understanding the efficiencies available to passive ETFs
Janus Henderson’s Natasha Sibley and Ben Jones examine how ETF replication methods can affect the returns ultimately received by investors.
Physical ETFs holding US shares can lose part of their dividend income to withholding tax, creatin...
2026-10-28
2026-10-28
Robeco
What 20 years of defensive equities can teach investors
Robeco’s Jan Sytze Mosselaar and Pim van Vliet reflect on 20 years of Conservative Equities and the role of defensive strategies in long-term portfolios.
Robeco’s three flagship strategies have generated positive alpha since incepti...
2026-10-26
AllianceBernstein
Beyond Dividends and Coupons: The Role of Options in Multi-Asset Income Investing
AllianceBernstein’s Daniel Loewy, Karen Watkin, Fahd Malik and Alexander Barenboym examine how option strategies can enhance multi-asset income portfolios. Beyond Dividends and Coupons: T…
Selling options can access the volati...
2026-10-26
Amundi Asset Managers
AI Investment Helps Markets Absorb 5% Yields as US Political Risk Builds
Amundi Investment Institute examines how US midterm elections and elevated Treasury yields could reshape markets, policy and sector performance.
Divided government remains Amundi’s base case, limiting major fiscal changes while increasing...
2026-10-21
Pictet Asset Management
Barometer: Stocks to power on despite lofty valuations
Pictet Asset Management’s Strategy Unit argues that resilient earnings growth still outweighs valuation concerns as bond yields rise.
Pictet remains overweight equities, with emerging markets and IT offering the strongest earnings prospec...
2026-10-21
State Street Investment Management
Adding bonds, trimming risk
State Street Investment Management’s Keith Snell and Robert Spencer outline a more defensive tactical allocation as resilient growth is balanced against higher rates and uneven inflation progress.
The team reduced equity risk while increa...
2026-10-20
State Street Investment Management
US inflation rises as rate expectations shift
State Street Investment Management’s Simona Mocuta, Amy Le and Krishna Bhimavarapu assess how renewed US inflation pressure is shifting rate expectations alongside mixed signals from the UK and Australia.
US headline inflation rose to 3.7...
2026-10-20
ING Bank
Five ways the UK’s Autumn Budget could shock us
ING’s James Smith examines five ways the UK Autumn Budget could surprise investors as higher borrowing costs constrain fiscal flexibility. Five ways the UK’s Autumn Budge…
Fiscal headroom could fall from £24bn to a...
2026-10-19
Morgan Stanley
Real Rates Take the Lead
Morgan Stanley’s Broad Markets Fixed Income Team examines how September’s synchronized central-bank tightening reshaped global fixed-income markets.
Rising real yields, rather than inflation expectations, drove most of the selloff a...
2026-10-19
Janus Henderson
Looking under the hood: Differentiating between CCC high yield bonds
Janus Henderson’s Bradford Smith examines why historically wide CCC high-yield spreads may reflect concentrated issuer and sector stress rather than broader economic weakness.
CCC spreads have risen to around 1,000 basis points, but much...
